Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,012
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$827M
3
+$721M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$459M

Top Sells

1
+$1.57B
2
+$708M
3
+$692M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$556M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.01%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$7.16M ﹤0.01%
164,871
-32,924
2452
$7.16M ﹤0.01%
231,857
-551,494
2453
$7.15M ﹤0.01%
57,868
+25,807
2454
$7.15M ﹤0.01%
968,038
+731,341
2455
$7.15M ﹤0.01%
172,199
+5,774
2456
$7.13M ﹤0.01%
351,071
+2,440
2457
$7.13M ﹤0.01%
272,469
+185,643
2458
$7.11M ﹤0.01%
73,212
-40,753
2459
$7.11M ﹤0.01%
754,170
-67,330
2460
$7.1M ﹤0.01%
637,963
-221,353
2461
$7.1M ﹤0.01%
67,118
-81,567
2462
$7.1M ﹤0.01%
11,054
+1,820
2463
$7.09M ﹤0.01%
152,109
-33,678
2464
$7.09M ﹤0.01%
1,116,495
+39,998
2465
$7.08M ﹤0.01%
431,065
-48,102
2466
$7.07M ﹤0.01%
269,914
+27,957
2467
$7.06M ﹤0.01%
182,535
+48,515
2468
$7.05M ﹤0.01%
198,046
-53,913
2469
$7.05M ﹤0.01%
148,356
-12,820
2470
$7.04M ﹤0.01%
204,150
-4,797
2471
$7.03M ﹤0.01%
62,354
-214,652
2472
$7.02M ﹤0.01%
831,429
+505,239
2473
$7.01M ﹤0.01%
212,569
+34,006
2474
$7.01M ﹤0.01%
174,556
-151,525
2475
$7.01M ﹤0.01%
147,938
-6,589
97 98
99
100 101